亚马逊市值首次突破2万亿美元

英伟达与苹果和微软争夺世界上最具价值公司的头衔之后,亚马逊也达到了一个里程碑。当这三家科技巨头在测试3万亿美元的市场时,这家电子商务巨头在周三触及了2万亿美元。

AMZN – Daily Chart

亚马逊-日图

亚马逊股价大涨,超过了4月份的高点和5月份创下的历史新高。这些水平现在转为了支撑。

亚马逊在周二宣布了2024年的Prime促销活动后,股价周三上涨了3%以上。该公司表示,将于7月16日至17日为会员举办年度活动。

投资者将在去年的第一天之后寻找分析师对该活动的预期,当时亚马逊迎来了有史以来最大的销售日。超过3.75亿件商品在电商平台上售出。

分析师还将关注近期通胀和利率走高的背景,认为这可能是逢低买进的驱动因素。

美国银行给客户的一份报告重申了对亚马逊股票的买入评级,称这家零售商有望在2024年在全球交付超过90亿件包裹。分析师写道,亚马逊“现在可能超过联合包裹(UPS),成为美国最大的托运人”。“交货速度也得到了显著提高,近25%的估计单位现在可以在同一天或第二天送达。”这家投行将其目标股价从210美元上调至220美元。

美银还表示,该零售商已削减成本,“以更好地利用人工智能热潮”。与此同时,其亚马逊网络服务部门“已显示出加速增长的迹象”。分析人士还表示,该公司“在提高效率方面还有很长的路要走”。

亚马逊加入了谷歌母公司Alphabet的行列,市值达到2万亿美元。

投资者现在将关注亚马逊的黄金会员日,这可能会创造或打破最近的高价。

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